Melissa Rodriguez
Oroville,CA
Summary
Forward-thinking Financial Controller excited to bring 8+ years background new organization. Expert in setting financial targets and devising strategies to improve internal controls, standards and processes. Successful in advising business executives on financial strategies driving short-term and long-term growth.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Controller
Archon Business Group, LLC
08.2022 - Current
- Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
- Managed payroll data entry and processing for 175 employees to comply with predetermined company guidelines.
- Reduced operating costs through meticulous budget management and cost analysis.
- Improved financial reporting accuracy by streamlining processes and implementing efficient financial controls.
- Conducted regular variance analyses between actual results and budget projections to identify trends or issues requiring further investigation or action by management staff.
- Collaborated closely with department heads to establish accurate budgets and monitor performance against targets.
- Played a pivotal role in the negotiation of favorable financing terms for company expansion initiatives.
- Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.
Enrolled Agent
Willingham & Lotspeich CPAs, PC
10.2015 - 08.2022
- Managed a diverse portfolio of individual and business clients across various industries, tailoring services accordingly.
- Streamlined tax preparation processes by utilizing advanced software tools, improving efficiency and reducing errors.
- Improved overall firm reputation by consistently delivering high-quality work within tight deadlines during peak filing seasons.
- Educated clients on current tax laws, enabling them to make informed decisions regarding their finances.
- Mentored junior staff members in the intricacies of federal taxation law and best practices for Enrolled Agents.
- Assisted clients in navigating complex IRS audits, providing expert guidance and support throughout the process.
Education
MBA - Project Management
Capella University
Minneapolis, MN10.2023
Bachelor of Science - Business Administration - Accounting
Capella University
Minneapolis, MN10.2022
Skills
- Internal controls development
- Risk Management
- Financial Forecasting
- Payroll Processing
- Cash Flow Management
- Accounts Payable and Receivable
- Tax Compliance
Certification
- EA - Enrolled Agent
- CNP - Certified Notary Public
Timeline
Financial Controller
Archon Business Group, LLC
08.2022 - Current
Enrolled Agent
Willingham & Lotspeich CPAs, PC
10.2015 - 08.2022
MBA - Project Management
Capella University
Bachelor of Science - Business Administration - Accounting
Capella University
- EA - Enrolled Agent
- CNP - Certified Notary Public
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